IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,356
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.86M
3
+$5.98M
4
IYR icon
iShares US Real Estate ETF
IYR
+$5.32M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$3.98M

Top Sells

1
+$5.59M
2
+$5.58M
3
+$4.01M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$3.78M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.51M

Sector Composition

1 Financials 6.56%
2 Consumer Staples 6.04%
3 Technology 6.02%
4 Healthcare 6.01%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$66K ﹤0.01%
2,756
+203
1752
$66K ﹤0.01%
5,030
-15,947
1753
$66K ﹤0.01%
16,548
-4,000
1754
$65K ﹤0.01%
1,264
-386
1755
$65K ﹤0.01%
809
+200
1756
$65K ﹤0.01%
3,083
-685
1757
$65K ﹤0.01%
1,481
+54
1758
$65K ﹤0.01%
2,295
-255
1759
$65K ﹤0.01%
4,582
-1,185
1760
$64K ﹤0.01%
4,604
1761
$64K ﹤0.01%
6,400
+200
1762
$64K ﹤0.01%
1,800
-700
1763
$64K ﹤0.01%
939
1764
$64K ﹤0.01%
1,347
1765
$64K ﹤0.01%
4,872
+9
1766
$64K ﹤0.01%
525
-820
1767
$64K ﹤0.01%
2,618
+59
1768
$64K ﹤0.01%
570
1769
$64K ﹤0.01%
12,649
1770
$64K ﹤0.01%
5,254
1771
$64K ﹤0.01%
2,533
-1,000
1772
$63K ﹤0.01%
1,119
1773
$63K ﹤0.01%
2,035
1774
$63K ﹤0.01%
1,248
-118
1775
$63K ﹤0.01%
1,504
+267
69 70
71
72 73